FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
prices are set by the insurance companies- I try and find you the best product for what you want to accomplish- then underwriting will set the price
- What is your typical process for working with a new customer?
We first talk to find out what the client is looking to accomplish- then we look at what goals we would like to achieve and come up with a strategy to help people work toward that goal.
- What education and/or training do you have that relates to your work?
we have a requirement where we have a certain number of hours are needed to renew our license- this allows me to keep educated and current on what's available for the consumer so I can help you.